Retirement is within sight. Sounds like a good time for fresh thinking.
With retirement on the horizon, you may be facing crucial financial decisions. How many years do you need to continue to work to ensure your family’s financial security? Does retirement have to be “all or none”? Does your investment strategy still make sense, or perhaps can you take some risk off the table?
We can help you work through these questions as we:
Retirement is not the finish line, it may be the most active and dynamic time of your life!
At this important stage, we focus on plans that provide for income and cash flow, and ensuring that spending is sustainable throughout your lifetime. It may be appropriate to take less investment risk as well.
We can provide peace of mind by:
Are you managing finances on your own? We can be your partner in decision making.
Think of us as your Personal CFO. Our experience and expertise have helped to empower women with planning and investing strategies that work for the many different stages in your life.
Women undergoing divorces in particular may feel a need for help in navigating the difficult decisions they are facing, often during a stressful time. We understand many of the special circumstances related to divorce, and have a special team dedicated to help.
Working with women in charge of their finances, we will:
You are focused on establishing and advancing your career. We are focused on setting the foundation for your financial security.
You are “all in” when it comes to your career. But when you are away from the office you’d like to spend as much time as possible with your family, not on your finances . We can provide you with peace of mind knowing that you are organized and up to date on the important items necessary for financial security.
We will work with you on:
Your law practice is successful and demanding. Are you taking the steps needed today that will allow for the retirement you desire and have earned?
Your earning power is at a peak, but expenses are as well. Time is precious, and it’s tough enough to balance your career and family. We can provide you with peace of mind knowing that you are organized and up to date on the important items necessary for financial security.
We work with attorneys to:
In addition to our significant experience serving as investment advisors to non-profit clients, we understand your role. Our principals and advisors value giving back to the community, and serve as officers and fiduciaries of non-profit organizations.
Our services to non-profits include: